Filed March 24, 2016 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 21 · EIN 36-2668272 | Bank Trustee | $188,420 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $104,563 |
COVINGTON & BURLING LLP1+ years Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0188411 | Legal | $30,499 |
SB & COMPANY, LLC1+ years Service code 10 · EIN 20-2153727 | Accounting | $22,815 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 3.96% | 5.54%-1.6pp | 8.91%-4.9pp | 8.76%-4.8pp |
| Employer contribution / active EE | $5,714 | $6,639-13.9% | $24,376-76.6% | $16,627-65.6% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |